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Strategies & Market Trends : Sonki's Links List -- Ignore unavailable to you. Want to Upgrade?

To: Sonki who wrote (50)	3/5/1998 1:13:00 AM
From: Julius Wong	Respond to of 395

The link list built by William C. Spualding home.ptd.net WCS programmed in high resolution (monitor).

To: Sonki who wrote (50)	3/30/1998 8:37:00 PM
From: ANANT	Respond to of 395

sonki: todays news News items mar30, 1998 TAKING STOCK: 10:50 LU: terrific buy @ 100 or nibble @ 110 ORCL/PSFT: ORCL gth slowed down. He prefers PSFT likes at 45. Realtor.com: is a web site comprising a 85% of the homes in the country - has relationship with infoseek 14:15 dow -17 ; s&p -1.91 ; naz -4.16 Seen an ad for Payden & Roygel Growth and Income fund - This invests into Dogs of Dow. Tel # (800) - 5-Payden Pharmaceuticals, is only supported only by 2 stks - PFE and WLA. LLY is down by 10%. The grp is overbought Viagra looks like the biggest drug in the drug history. See how the AMD is leaping up 1.3/8 to 26.1/4 . intc is down 1.3/8 . is it continue? What is happening? Second most active in NYSE and naz respectively. Joe Kernan: AMD has yld problems of making K6 - end of 4th qr yld 20% - with IBM help now improved to 60-80%- Murphy Brown (??) report says: There are 5 or six cos trying to buy a 25% stake in AMD - IBM,CPQ, SG Thompson, MOT and a couple of others. - What about INTC? Is it time to short INTC and buy AMD? 15:25 dow -30 SP -3.24 naz -6.72 Technical Analysis of Dow: Dow will be for choppy for next couple of weeks. If it decides to go up it will go +800. If it has to go down it will go down 8300. FOMC meeting tomorrow: expec: int. rates may not be changed. Concerned for the future meeting. Reducing rates is not in sight. djj down -13.96 SP -1.85 ; Naz -4.92 Cabletron: chairman resigned OPEC agreed to reduce production 1.25 m/day. Digital-jam: AOL: has set up key partnerships with SDTI, Check point systems , Lotus notes etc to cater to the mission critical needs like EDI etc of business customers. Please see WSJ article today NEC Computer systems has come up with a thin client ( 4,500 not sure?) with 9 gb disk and ¬ gb of memory powered by 266 Mhz Intel chip - will be heavily advertised in April 1998 Sony on-line entertainment PSFT: Enterprising software for int'l customers - new release - new EU - latin american accounting. model - support of different languages - EU currency translation is very tough - tougher than y2k problem - currency triangulation - maintaining books of large corporations in multiple currencies- PSFT went public in 1992 at price of $ 1.60 - now trades in 50's - PSFT plans to license to a big organization - such as Sony- Ford - Toyota - J.P Morgan - etc. Anant

To: Sonki who wrote (50)	3/31/1998 7:25:00 AM
From: ANANT	Respond to of 395

sonki: Intel celleron performance disappointing Thanks. As per CNBC report, Intel's celleron for low PC to be launched on April 15 gets bad review in price and performance in comparison with AMD K6 as reported in PC World. We may see further lows to Intel stk. Anant

To: Sonki who wrote (50)	3/31/1998 7:34:00 AM
From: ANANT	Respond to of 395

sonki: Brazil Telecom The privatization of telecom industry going on in Brazil is attracting foreign investment. I wonder about the prospects of TBR which is going to be broken into 12 companies. There is an error in my earlier post on Intel celleron. It is not PC Week but PC World. Anant

To: Sonki who wrote (50)	3/31/1998 8:02:00 AM
From: ANANT	Respond to of 395

sonki: Some links to WSJ Sorry to bother u with so many posts in a single day. Motorola is planning major restructuring. interactive.wsj.com About y2k stocks - SUNW interactive.wsj.com Anant

To: Sonki who wrote (50)	3/31/1998 6:01:00 PM
From: ANANT	Respond to of 395

sonki: CNBC report CNBC Taking Stock: Vista large Stk Fnd: Energy sector: lot negatives are factored. recommends Dresser for long term - Texaco big holding - low oil prices will not stay too long from the past history. Largest holdings in the fund : EMC, CA, Kroger Drug stks: prices too high. take some profits Johnson & Johnson : buy for long term on pull backs Short term look for elsewhere - HMO's and Healthcare svc. Anant

To: Sonki who wrote (50)	3/31/1998 6:49:00 PM
From: ANANT	Respond to of 395

sonki: AHP / Interneuron Redux Tests Interneron study reassesses Redux risk. biz.yahoo.com anant

To: Sonki who wrote (50)	3/31/1998 7:16:00 PM
From: ANANT	Respond to of 395

sonki: AMD/INTC Motley Fool Evening News Intel celleron can compete with K6 of AMD effectively in price arena fnews.yahoo.com anant

To: Sonki who wrote (50)	3/31/1998 8:43:00 PM
From: ANANT	Read Replies (1) \| Respond to of 395

sonki: digital-jam : Rumor of IBM $ 800M investment in AMD I do not know the % stake Could it be 25% ? y2k problem: Uncle Sam unprepared - Govt. expect cost to be $ 5B - could exceed HWP cutting prices of Unix WS by 30% to compete with low end wintel WS and Sunw WS. DEC special effects in movie mkt: Dec is moving into this mkt. SGI generally reputed to be in that mkt. Dec alpha machines have been used for special effects in Titanic movie. Even on allpha machine for 1 frame it takes 2.5 hrs - 1 B instructions - lot of parallel systems used - 250 machines used in 4 months - Each machine costs from $ 10,000 and above - Many Holywood movies studios are moving into alpha from SGI - - build background first frame by frame - then with live actors - MSFT contracts with Major Educational Institutions: Dataquest: struck deals with several major institutions taking the thunder out of apple market. Indiana 'versity - shoving away apple- SUNW and Novell also were affected - out of the arena - not high dollars involved in this - but high profile - big PR win - Win NT - aapl out of the ball game from high end of the universities - Universities want students are prepared with MSFT products - Ele.and middle schools MSFT predominates. Intel celeron - discussion by PC World: AMD/NSM have been pouring lot of resources in low end processors. celleron is 20% slower than K6 from AMD.- supposed to be Pent. II - Intel has missed the mkt - AMD/CYRX grabbed the low end mkt - Intel rushed the chip for April 15 - Final chip may be a little bit better - Intel Mendeceno is 300 Mhz - a killer chip - the faster celleron - will come in the end of year - this may not be in 650 pc by CPQ - Manufacturers will find it hard to bring about a system for $ 999 using celleron - Intc has to play in every seg. of the mkt - that is the intention of Intel. anant

To: Sonki who wrote (50)	4/1/1998 8:40:00 PM
From: ANANT	Read Replies (1) \| Respond to of 395

sonki: CNBC items and CNNfn digital-jam Elizabeth Bramwell'stk picks: EB fund up 57% in the ( ist qr or last 12 months ??) Stks are not overvalued relative to inflation - many cos will post strong e in the 2nd qrt. Top holdings: AUD CSC DELL EMC GE HD ITW RHI WAG WAMU - picking no1 or 2 in their industry sectors. Earnings warning: MCHP :announced 10% below est. due to asia problems etc. DSC Communications some others digital-jam IBM/SUN Java system expected by middle of summer 98 LU is grabbing lot of contracts from Baby bells. LU rose 340% while T up by 56% No wonder T is regretting for thr LU spin-off. LU is a still a long term buy. pe > 156. MOT: restructuring into 2 units - the stk is down with the flight of a top guy. naz up 17% in the 1st qrt, What do we see in 2nd qrt? WOW. Exercise caution. e outlook - constructive from here - stabilization of Asia in 1 or 2 qrts. - there is a sense that the worst is over in Korea - not in Japan PC sectors: funds / values PC stks are not very attractive - Enterprise - data network - internet are attractive PC world on celleron: Intc business model is in transition - manage a fundamental change in the business model - Intc is unassailable - AMD's up is surprising - In MAC arena, LAN at home is common. - 3com / LU are good in consumer networking . If ur economy is in the internet we have to address home consumer market. Q&A: NETA: fan of NETA - mkt leader - indigestion of merger in this qrt- management is first class - like very much Internet stk: undisputed group in performance - so well as no exposure to asia - risk MSFT new prod star.com (??) - in single best place is amazon.com - highly expensive. pe > 8699 GTW: king of mail ord direct model - struggles due to loc in dakota - management exceptional Bandwith : Network cacheing - CSCO is a beneficiary- y2k bug: some cos may be in trouble after y2k.- y2k bug killers - avoid completely 100% y2k companies Fed: many of Fed computers are in jeopardy in y2k - fewer than 1/4 comp. are fixed. 2000 comp of defense only 9% fixed - power lines - could affect Glen's shuttle in y2k - IRS upgrade 850M - NC's are not selling well - future selling also bleak - because of falling pc prices - Gabelli couch potato fund: power shifted to content owners viacom - access for cust. is important - CBS is not with a prog blk - GE/NBC has everything - viacom is fantastic - stk moved quite high - in 18 months debt free - GE may grab viacom in next couple of years - HDTV is as subset of digital - expensive - takes time to get penetrated home- cable oper. are funding set-top box - programming is the slogan. IBM/SUN in Java os by mid 98 codevelop and operate and sell millions - on NC's from Sun and IBM - NC device is excellent for specific application - deliver to broad range - How many developers IBM/SUN on internet around globe - more IBM developers than Sun - Java on enterprise compete with Win CE- anant

To: Sonki who wrote (50)	4/4/1998 11:25:00 PM
From: ANANT	Respond to of 395

sonki: Worth magazine may 98 - recommendation on sonki stocks EFII (26) Fair Value: 35 Why: new prod. transition that hurt co's sales is nearly complete. cheap relative to future e. intel:(79) recom. michael murphy of ca tech. stk letter core holding - pc gth 98 and 99 17%/yr - pe =20 for 98 e. vs sp pe 27. - in spite of competition holds 85-90% mkt- competition no threat - stk worth buying below 80 agressive buying below 75 - our year-end tgt price is 120 anant